Leavell Investment Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Leavell Investment Management’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$964K	Buy	19,186 +1,771	+10%	+$89K	0.04%	331
2026 Q1	$870K	Buy	17,415 +1,520	+10%	+$75.6K	0.04%	323
2025 Q4	$786K	Buy	15,895 +539	+4%	+$26.9K	0.03%	331
2025 Q3	$777K	Buy	15,356 +7,861	+105%	+$396K	0.03%	337
2025 Q2	$377K	Buy	7,495 +322	+4%	+$16.1K	0.02%	457
2025 Q1	$358K	Sell	7,173 -141	-2%	-$6.92K	0.02%	442
2024 Q4	$354K	Sell	7,314 -126	-2%	-$6.16K	0.02%	435
2024 Q3	$367K	Buy	7,440 +1,252	+20%	+$61K	0.02%	440
2024 Q2	$300K	Hold	6,188	–	–	0.02%	437
2024 Q1	$296K	Buy	+6,188	New	+$295K	0.02%	425
2023 Q4	–	Sell	-4,408	Closed	-$208K	–	473
2023 Q3	$208K	Hold	4,408	–	–	0.01%	445
2023 Q2	$209K	Buy	+4,408	New	+$210K	0.01%	444

Other funds holding VTIP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Leavell Investment Management's VTIP Position: Q2 2026 in Review

Leavell Investment Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 10% in Q2 2026, buying an estimated $89K and bringing the position to 19,186 shares worth $964K. The position accounts for 0.04% of the portfolio, ranked #331.

Leavell Investment Management first reported a position in VTIP in Q2 2023 and has held it in 12 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Leavell Investment Management held 19,186 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $964K as of Q2 2026.
Leavell Investment Management bought 1,771 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $89K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of Leavell Investment Management's portfolio in Q2 2026, its #331 holding.
Leavell Investment Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2023 and has held it in 12 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.